Who We Serve
We support project-led, utilisation-driven B2B services firms - typically owner-led or investor-backed - where cash conversion, delivery discipline, and forecast credibility are critical to performance.
Client triggers we often see:
Cash surprises and limited cash visibility; Working capital trapped in receivables, billing, or WIP/unbilled revenue; Slow month-end close and low confidence in management reporting/MI; Forecast drift, weak pipeline visibility, and increasing board scrutiny.
Margin erosion and rising cost base; Project margin leakage and utilisation volatility; Rapid growth without control; Upcoming refinancing, acquisition, integration, or exit.
Professional Services (project-led, utilisation-driven)
Professional services firms are people-led businesses where value is shaped by utilisation, project economics, and cash collection. We help leadership teams tighten delivery control, improve forecast credibility, and lift margins and cash conversion.
Typical value levers:
- Utilisation and capacity planning (bench, hiring, subcontractor mix)
- Project margin control and leakage reduction (scope, write-offs, change control)
- Pricing discipline and rate realisation (discounting, rate cards, mix)
- WIP, billing discipline and cash collection (invoicing cadence, disputes, DSO)
- Pipeline-to-revenue forecasting and delivery governance (KPI rhythm, decision forums)
Operations-led B2B Services
Where execution drives results: field services, engineering and maintenance, compliance and testing, logistics, and specialist distribution. We help leadership teams strengthen operational control, improve cash conversion, and build a decision cadence that holds teams accountable.
Typical value levers:
- Utilisation and capacity planning (workforce planning, scheduling, productivity)
- Project/job margin control and leakage reduction (scope control, variance drivers, job costing discipline)
- Pricing discipline and cost-to-serve insight (rate governance, discount control, customer/product profitability)
- Working capital improvement through billing and process fixes (invoicing cadence, disputes, DSO)
- Performance cadence and accountability (KPI rhythm, decision forums)
PE-backed / Investor-backed Services Firms
Investor-backed services firms face higher expectations on cash visibility, forecast credibility, and value delivery. We help management teams build a board-ready finance and performance cadence that turns initiatives into measured cash and EBITDA outcomes.
Typical value levers:
- Cash visibility and liquidity control (13-week cash, covenant headroom, weekly governance)
- Forecast credibility and scenario planning (driver-based model, sensitivities, downside actions)
- Value creation initiative pipeline (prioritisation, owners, milestones, benefits tracking)
- Margin expansion and cost-to-serve improvement (pricing discipline, delivery productivity, overhead control)
- Working capital release and cash conversion (billing discipline, AR focus, WIP/unbilled revenue control)
Tech-enabled Services / Agencies / MSPs
Tech-enabled services firms win through delivery capacity, retained revenue, and disciplined commercial execution. We help founders and leadership teams strengthen reporting, improve unit economics, and build a scalable forecasting rhythm that supports confident growth decisions.
Typical value levers:
- Delivery capacity and utilisation optimisation (resourcing, utilisation targets, subcontractor leverage)
- Unit economics and profitability insight (margin by service line, account profitability, cost-to-serve)
- Revenue quality and retention drivers (cohort trends, churn, renewals, pricing/mix)
- Cash conversion and billing discipline (WIP/unbilled revenue, invoicing cadence, collections)
- Planning cadence for growth decisions (rolling forecast, hiring triggers, investment “go/no-go”)